Understanding User Groups

A group is a collection of users who share identical access privileges and similar properties. In addition to more efficient administration, groups make it easier to integrate the single sign-on feature that allows organizations to use their Network Operating System user/password database to log into the Manager. See Directory Services.

Adding and Editing Groups

To add or edit a group:

1. In your Manager, select Administration > Users > Groups.
2. Click Add or select a group and click Edit.

To delete a group and all of its associated access controls and reports:

1. Select the group and click Delete.
2. Click Yes at the confirmation prompt.

Configuring Groups

You can specify roles, members, permissions, and menu display for a group.

General

To specify general properties:

1. Under Identification, enter a group Name and an Organization with which to associate the group. Members of the group can come from any organization.
2. Select Roles for group members. The Component Editor role allows the members of the group to edit and develop Workflow components for use in the Signiant Workflow canvas. Users without Component Editor privileges can build workflows, but cannot edit components.

If this group is not an Active Directory or LDAP group and you are using AD/LDAP, enable Don't remove AD/LDAP users from this group on login. This ensures that users in this group are not removed from it when they log in. You can view the groups that have this option enabled in the User Group list by clicking the column drop-down arrow, selecting Columns and enabling Directory sync.

Members

To add users to a group:

1. In Administration > Users > Groups, select the group, click Add or Edit and select the Members tab.
2. In the Available Users list, select the users and groups you want to add to this group and click Select.
3. Click OK.

To remove a user or group, select the user(s) or groups and click Remove.

Permissions

Permissions allow administrators to control user and group access to management objects. For information on enabling permissions, see Understanding Users.

To view a summary of group permissions:

1. Select the group in the Administration > Groups > List and click Summary.
2. In the User Group Access Summary, Select an object type for which you want to view a summary.

Menu

Once you create a group, you can give its members access to menu items. When editing group settings, only menu items assigned to that group will be displayed. See Configuring The Menu.

Exporting a Group Member List

You can choose to export members in General or Media Shuttle format.

To export members of a group:

1. In Administration > Groups > List, select the group and click Export Members.
2. Select the Export Type:
   • General is the standard output
   • Media Shuttle is formatted for Media Shuttle
3. Click Export.
4. Download the file.

To be imported by Media Shuttle, the first line of the CSV file must include the following headers:

• emailAddress
• firstName
• lastName
• info: additional information about the user
• expiryDate: account expiry date in yyyy-mm-dd format
• sendPermission: the user's permission to send transfers (TRUE/FALSE)
• receivePermission: the user's permission to receive transfers (TRUE/FALSE)

Note: All users must have an email address associated with their account.